#What Happened
salesforce.com, inc (NYSE:CRM) shares rose about 5% after the company issued upbeat long-term guidance, forecasting more than $60 billion in revenue by fiscal 2030. The outlook—unveiled at its investor day—excludes the impact of its pending $8 billion Informatica acquisition. Management said the forecast reflects confidence in expanding artificial intelligence and data-driven services across its software portfolio.
#Why It Matters
The projection eased concerns about slowing growth after several quarters of deceleration and reaffirmed Salesforce’s conviction in monetizing AI applications such as its AI Cloud and new Agentforce 360 tools. Analysts said the guidance demonstrates strong intent to capture enterprise demand for AI-powered productivity software, though some view the forecast as “aspirational.”
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#What to Watch Next
Investors will monitor Salesforce’s progress integrating Informatica and scaling its AI Cloud rollout, along with margin expansion—expected to reach around 40% by 2030. Analysts will also track subscription revenue trends and adoption of its generative AI features, key factors in sustaining profitability.
#Quick Take
Salesforce’s long-term forecast reignited investor enthusiasm, positioning the company as a leading player in enterprise AI. While optimism is high, execution on its AI roadmap and data integration strategy will determine whether the $60 billion target is achievable.